海外研报

GD--US ELECTION: MEXICO - BEYOND US ELECTION BLUES, USMCA CLOUDS LOOM

◼ No matter Trump or Harris, USMCA uncertainty + a post-AMLO hangover will weigh on Mexico’s sluggish GDP ahead of the mid-2026 USMCA review◼ Three overlapping hot-button issues – the border, China and trade – will dominate